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..due to former director (resigned 2022) flogging off 1% of the company. She still holds more than 3%. Given she is still a director at SOLI (down 12% today) it seems understandable.

What you say is true, so this is rapidly becoming a matter of trust in management. If they can continue to turn over assets as they are, then the dividend is sustainable, and the income secure. They have a proven track record, so I will stay, for now! I have acquired in the last few months, having held before and sold in the 140s. That price is probably unobtainable again, but as interest rates fall, who knows!

Buy now at 114.3. 2p dividend tomorrow, so will drop to 112, then probably 110 over the next few weeks. That would give a yield into 2026 of 7.7%. Given the aging nature of the portfolio, there is little chance of sustained capital growth here, but with a NAV of 153p and a buyback programme in operation, there are worse places to hold your funds.

I am a VERY long term holder. However, the decline in AuM shows no sign of abating and that may mean the dividend will eventually be slimmed down further. I have bitten the bullet and taken the loss here. In the very long term this should recover, but I believe there are better opportunities elsewhere in my portfolio, so have added there with the proceeds. Good luck to all those remaining. I will keep a watching brief here with an eye to buying back in

Tariff impact "limited and manageable"; "growth in line", and revenue up 3%. Steady as she goes! PER now 12 and PEG 0.6. This has become cheap.

AuM down £1bn in the quarter, and a further £1.3bn in the last three weeks! False dawns have come and gone here. This is simply a poor performer.

I think both you and Jeremy CC have your fingers on the pulse here. I started acquiring when I noticed SAG buying in, though RCDO had been on my watchlist for many years! I have great respect for the SAG management. My guess would be a 320 or so offer, but it may take well over a year from here to materialise. This would follow the TPG pattern. Weakness such as today could be an opportunity to add, if you are so inclined.

They seem to have prospered at the expense of staff redundancies?

ASG=AGR

mas=as

...valuing ASG at 46.2p. A weak offer in my opinion, but one the directors will favour mas it will see them very handsomely rewarded. Congrats to those who have already sold!

NAV is 374 and yield is 4.2%, so a decent discount, and an acceptable yield that is covered x1.6 and therefore sustainable. It is on my watch list. I cannot see interest rates shifting much in the short term.

...now above 17%.

Is anyone else getting ii down?

Updated 4 April last year.

Well, I was wrong! More importantly, does the compliance of the WHR board suggest UK REITs are not as secure as we think?

...AND THEY SEEM TO HAVE FLOGGED IT ON AGAIN TODAY?

FWIW this strikes me a still too low and very opportunistic. NAV is c127p, and even though interest rates will not fall quickly, the new negotiation of credit is a distinct improvement. The Board will probably reject this.

...from Blackstone. Sixth Street will not offer. 115 to include dividend. No comment yet from WHR board.

Steve077, I would hang on for now if you can afford it. My guess is a takeover 24 months down the line, at about 370. We are following the TP Group pattern.

Quantum Base (Uni spin out) and MHA (accountancy services) to launch on AIM using CAV. Small, but indicative of position?